RIA Data Center
Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.
Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.
| Rank | Business Name | Avg. account AUM | Discretionary AUM | Non-discretionary AUM | Total AUM |
|---|---|---|---|---|---|
| 201 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | $1,112,599 | $2,447,718,712 | — | $2,447,718,712 |
| 202 | WELLSPRING FINANCIAL ADVISORS, LLC | $2,387,743 | $719,589,267 | $1,701,582,127 | $2,421,171,394 |
| 203 | MORTON WEALTH | $715,087 | $2,375,243,103 | $41,036,045 | $2,416,279,148 |
| 204 | GOELZER INVESTMENT MANAGEMENT | $1,682,136 | $2,398,781,842 | $16,764,864 | $2,415,546,706 |
| 205 | RETIREMENT INCOME SOLUTIONS, INC. | $1,932,334 | $2,403,823,289 | — | $2,403,823,289 |
| 206 | GIBSON CAPITAL, LLC | $2,478,442 | $2,257,765,886 | $136,409,108 | $2,394,174,994 |
| 207 | SUMMITRY, LLC | $756,769 | $2,258,898,143 | $123,409,765 | $2,382,307,908 |
| 208 | APELLA CAPITAL | $395,536 | $2,357,000,000 | — | $2,357,000,000 |
| 209 | COLONY FAMILY OFFICES, LLC | $8,760,730 | $2,317,601,062 | $39,035,283 | $2,356,636,345 |
| 210 | ROFFMAN MILLER ASSOCIATES INC | $1,733,325 | $2,301,428,075 | $26,426,884 | $2,327,854,959 |
| 211 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1,077,877 | $2,066,326,691 | $257,575,138 | $2,323,901,829 |
| 212 | AVIOR WEALTH MANAGEMENT, LLC | $944,275 | $1,884,736,906 | $429,681,976 | $2,314,418,882 |
| 213 | NPF INVESTMENT ADVISORS | $1,071,388 | $2,310,983,746 | — | $2,310,983,746 |
| 214 | PEGASUS PARTNERS | $885,318 | $1,890,495,185 | $398,935,970 | $2,289,431,155 |
| 215 | VENTURI PRIVATE WEALTH | $944,517 | $2,277,586,606 | $5,309,956 | $2,282,896,562 |
| 216 | MERITAGE PORTFOLIO MANAGEMENT, INC. | $1,671,450 | $2,179,660,301 | $88,497,250 | $2,268,157,551 |
| 217 | OSBORNE PARTNERS | $1,322,673 | $1,780,235,788 | $463,017,988 | $2,243,253,776 |
| 218 | VIGILANT CAPITAL MANAGEMENT, LLC | $1,460,342 | $2,240,163,925 | — | $2,240,163,925 |
| 219 | HERITAGE FINANCIAL SERVICES, LLC | $436,848 | $2,228,359,850 | — | $2,228,359,850 |
| 220 | BIP WEALTH, LLC | $444,156 | $1,474,245,352 | $728,323,016 | $2,202,568,368 |
| 221 | BEIRNE WEALTH CONSULTING SERVICES, LLC | $1,548,962 | $594,727,962 | $1,601,700,237 | $2,196,428,199 |
| 222 | PRINCIPLE WEALTH PARTNERS LLC | $759,019 | $2,190,529,642 | — | $2,190,529,642 |
| 223 | GHP INVESTMENT ADVISORS INC | $629,314 | $2,096,278,377 | $72,335,976 | $2,168,614,353 |
| 224 | JOHNSON FINANCIAL GROUP LLC | $2,836,146 | $1,677,347,982 | $486,631,578 | $2,163,979,560 |
| 225 | COASTEDGE PARTNERS, LLC | $2,565,173 | $732,989,000 | $1,401,235,000 | $2,134,224,000 |
| 226 | COLORADO FINANCIAL MANAGEMENT LLC | $663,692 | $2,110,459,507 | $12,691,960 | $2,123,151,467 |
| 227 | VERIS WEALTH PARTNERS, LLC | $1,012,402 | $1,953,273,906 | $169,734,098 | $2,123,008,004 |
| 228 | PARCION PRIVATE WEALTH LLC | $1,882,126 | $2,113,627,547 | — | $2,113,627,547 |
| 229 | CAPSTONE FINANCIAL ADVISORS INC | $772,246 | $2,091,903,894 | $7,059,803 | $2,098,963,697 |
| 230 | MCKINLEY CARTER WEALTH SERVICES, INC. | $435,800 | $2,038,462,444 | $56,427,104 | $2,094,889,548 |
| 231 | ROCKY MOUNTAIN ADVISERS, LLC | $6,303,750 | $2,086,541,387 | — | $2,086,541,387 |
| 232 | COMPASS CAPITAL MANAGEMENT INC | $1,513,174 | $2,040,443,243 | $44,710,820 | $2,085,154,063 |
| 233 | LEGACY WEALTH MANAGEMENT INC | $549,771 | $1,975,307,764 | $101,177,729 | $2,076,485,493 |
| 234 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $1,072,980 | $2,075,143,444 | — | $2,075,143,444 |
| 235 | BLB & B ADVISORS, LLC | $746,059 | $1,929,670,196 | $135,419,793 | $2,065,089,989 |
| 236 | FOSTER & MOTLEY INC | $2,588,170 | $2,009,691,940 | $47,902,895 | $2,057,594,835 |
| 237 | MMBG INVESTMENT ADVISORS CO. | $16,871,414 | $2,041,441,088 | — | $2,041,441,088 |
| 238 | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | $156,850 | $2,028,386,000 | — | $2,028,386,000 |
| 239 | ASSET DEDICATION, LLC | $387,767 | $2,015,222,595 | — | $2,015,222,595 |
| 240 | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC | $2,676,572 | $2,010,105,437 | — | $2,010,105,437 |
| 241 | PINNACLE WEALTH PLANNING SERVICES, INC. | $759,671 | $1,976,739,314 | $15,118,988 | $1,991,858,302 |
| 242 | PORT CAPITAL LLC | $4,524,626 | $1,855,397,470 | $135,438,050 | $1,990,835,520 |
| 243 | GAMBLE JONES INVESTMENT COUNSEL | $1,637,988 | $1,411,898,654 | $574,980,807 | $1,986,879,461 |
| 244 | GUYASUTA INVESTMENT ADVISORS, INCORPORATED | $1,551,416 | $1,985,812,000 | — | $1,985,812,000 |
| 245 | SFMG WEALTH ADVISORS | $557,538 | $1,844,382,981 | $130,975,596 | $1,975,358,577 |
| 246 | MONOGRAPH WEALTH ADVISORS, LLC | $2,331,580 | $1,896,187,246 | $78,660,746 | $1,974,847,992 |
| 247 | MAIN STREET RESEARCH LLC | $849,924 | $1,963,324,024 | — | $1,963,324,024 |
| 248 | POLARIS WEALTH ADVISORY GROUP | $466,008 | $1,874,699,405 | $87,659,240 | $1,962,358,645 |
| 249 | BRIDGEWATER ADVISORS INC. | $770,712 | $1,954,524,604 | — | $1,954,524,604 |
| 250 | DAKOTA WEALTH, LLC | $626,705 | $1,949,382,348 | $1,551,552 | $1,950,933,900 |
Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.
For more information about the RIA Data Center, please contact InvestmentNews Research.
Reprints: For reprints of these rankings, please contact Caroline Murphy.
*Methodology: InvestmentNews qualified 2,756 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Database last updated on July 2021.
